General Settings

General settings consists multiple Partner & Customer configurations

Partner Defaults

Link to Welcome Logo: Link associated with welcome logo on welcome page/landing page(generally your website link)
Link to Contact Us Page: Link to your Contact Us website page
Link to Support: Link to your online support page where customers will be redirected to get any assistance from you
Link to Portal : Your C3 website URL(without / at the end) that is emebedded with value configured for Login to Portal attribute
Language Packs: Partner language preferences
Powered by Company Name: Name that should appear on the bottom right corner of landing page as well as footer after a user is logged in
Powered by Company URL: Link associated with name defined as "Powered By Company Name"

Suspend subscription when danger threshold met: This checkbox control if meeting the Danger threshold( ifdefined) value for Usage Based subscription(Azure Plan/Legacy Azure) should trigger cancellation or not.
Business number key: Atribute that appears on the invoice view and invoice pdf in bill from section e.g. VAT ID
Business number: Value for Business Number key defined above
Customer consent URL: Link associated with MCA that customers provides consent for(generally the Microsoft Cusotmer Agreement consent link)
Invoice footer line: Appears on the invoice view and invoice pdf as footer line
Invoice footer authorized line: Appears on the invoice view and invoice pdf as footer authorized line
Customized landing page URL: Target URL for the page, if you want to have a customized landing page. Note: In the landing page, you should have a button and the target URL of that button should be /#/login
Default Language: Default localization for C3 portal
Default page count: Sets the default page count for every table in the system.
Xero app account code for MSLicense:Specifies which Xero chart-of-accounts code should be used when posting Microsoft License transactions/invoices into Xero.
Xero app account code for Azure:Specifies the Xero account code used when syncing Azure consumption/billing transactions into Xero.
Xero app account code for Custom:Specifies the Xero account code used for custom (non-standard) product or service line items when posted to Xero.
Automatically assign a new phone number as the default:Any newly added phone number for a customer is automatically set as their default contact number.
Automatically assign a new email as the default:Any newly added email address is automatically set as the customer's default/primary email.
Automatically assign a new address as the default:Any newly added address is automatically set as the customer's default/primary address.
Xero app BrandingTheme name:Defines which Xero invoice branding theme (logo, layout, color scheme) is applied when invoices are generated/synced to Xero.
Xero decimal points:Sets the number of decimal places used for amounts when transactions are posted to Xero
Xero account code for OneTime:Specifies the Xero account code applied to one-time charge transactions.
Xero account code for adjustments: Specifies the Xero account code applied to manual billing adjustments or corrections.
Days To Send Cart Status Notification:Number of days after which a reminder/notification is sent to the customer about an incomplete or pending cart/order.
Maximum Entitlement Creation Count:Sets an upper limit on the number of entitlements (licenses/subscriptions) that can be created per customer or per order.
Maximum Tenants Creation Count:Sets an upper limit on the number of tenants that can be created under a single customer account.
Public catalogue backed by azure search:Enables Azure Cognitive Search as the search engine powering the public product catalogue for faster, more accurate search results.
Mandate Payment Profile Cart Checkout:Requires customers to have a valid payment profile set up before they can complete checkout.
Is Required Auto Release For Site and Department Products:Determines whether products assigned at the site/department level are automatically released (activated) without manual approval.
Terms & conditions URL:Link to the general terms and conditions document customers must review/accept.
Terms & conditions URL (text):The display label/text shown for the terms & conditions link (instead of the raw URL).
Number of days to store Bulk Invoice file in cloud storage:Retention period (in days) for which generated bulk invoice files remain stored in cloud storage before deletion/archival.
Restricting customer while onboarding under multiple entities:Prevents or controls a customer from being onboarded simultaneously under more than one business entity/tenant.
Xero account code for Reserved Instances:Specifies the Xero account code used when posting Reserved Instance (RI) billing transactions.
Consider generation date in turnover report:When enabled, the turnover report calculates figures based on the invoice/transaction generation date rather than another date field (like billing period date).
Purchase the quote line items automatically:Automatically converts approved quote line items into a purchase/order without requiring a separate manual purchase step.
Show footer:Toggles whether a footer section (e.g., disclaimers, company info) is displayed on documents like invoices or quotes.
Enable terms & conditions for subscription manage:Requires customers to accept terms & conditions when managing (upgrading, downgrading, cancelling) their subscriptions.
Default quote sender:Sets the default sender name/email used when quotes are sent to customers.
Default quote purchase terms:Predefined standard purchase terms automatically included in quotes unless overridden.
Azure reporting column standardization:Standardizes/normalizes column names and formats in Azure usage/billing reports for consistency across reports.
Azure reporting column standardization for API endpoint:Applies the same column standardization specifically to data returned via the API endpoint (for consistent integration with external systems).
**Enable instant pay:**Allows customers to make immediate payments (e.g., via card or online payment method) at the time of purchase or invoice generation, instead of standard billing cycles.
Show portal users menu for customer entities:Controls whether the "portal users" management menu is visible for customer entities, allowing admins/customers to manage portal user access.

Customer Defaults

Allow customer to reduce seats: This flag controls the ability of end customer to reduce license count from C3 portal
Billing reference ID: This is for internal reference, basically unique identifier for a customer to relate them in your external accounting tool
PO#: Global Purchase order number for all customers
Accepted partner terms and conditions?: Unchecking this flag will initiate the consent process for all customers upon their next login. Generally used if there is change in T&Cs and you want your customer to do the consent on latest T&Cs.
Show terms & conditions acceptance log: This flag controls the appearance of consent logs on customer dashboard with details as Consent provider name, consent link, date & time.
Should notify customer: It controls overall outgoing email flow out of C3, If unchecked, no email communication will happen from C3 even if email notifications are configured.
Customer product auto price update: This flag controls the ability of C3 tool to update Sale prices in plans in case of any change from Microsoft
Customer product auto price update effectiveness: Here you control the effectiveness of new Sale price, available options are
Terms and condition URL : Link to your generic T&Cs for customers for using CSP Control Center or other conditions.
Auto Sync:When enabled, automatically synchronizes data (such as customer records, orders, invoices, or product/pricing info) between this platform and a connected external system
Stop all transactions: Setting this value to true will stop the user's ability to make any purchases.
Mandate profile : Mandate user to submit payment method(should be checked only if you want to force customer to provide CC/ACH details in C3 to make them use C3)
Transaction amount limit: Enforce a limit on the monetary value of the quantity based product purchase ( In customer currency )
Seat limit applicable: Enforce a limit on the number of seats that the customer can purchase
Invoice notes:Custom text or remarks added to an invoice (e.g., payment instructions, special comments, order-specific notes) that appear alongside the invoice details for the customer's reference.
Allow auto release un-used seats : Enable the auto release for unassigned seats(works only for legacy, not for NCE)
Allow access to CSP Global Administrators : Checking this box will let customer's Global admin user access C3 as Customer Admin role without having partner to assign them C3 access
Enable power BI reports : Enable power BI reports
Allow product name sync for usage based offers : Sync Friendly name from PC to C3 for license based products
ERP Customer ID:The unique customer identifier used in the connected ERP system (e.g., SAP, Oracle), used to map/sync this customer's records between the portal and the ERP.
MANDT:SAP-specific field name for "Client" (mandant/tenant number) — identifies which SAP client/tenant this customer's data belongs to, since SAP systems can host multiple clients on one instance.
Customer Unique Identifier:A system-generated or assigned unique ID for the customer within this platform, used internally to distinguish and reference the customer record across modules.
Auto Release Cool Off Period:The waiting/grace period (in days or hours) after an order or cancellation request before it's automatically released/finalized for processing — giving time for review, changes, or cancellation before the action takes effect.
Default Monthly Budget: Default monthly budget for the azure subscription.
Default Info Threshold (%) : Default Info threshold in percentage for the azure subscription.
Default Warning Threshold (%) : Default warning threshold in percentage for the azure subscription.
Default Danger Threshold (%) : Default Danger threshold in percentage for the azure subscription.
Default Error Threshold (%) : Default Error threshold in percentage for the azure subscription.
Default Threshold Email Recipient: Default threshold email recipient for the azure subscription.
Should Enable Default For Customer: Checking this box will enabled Default monthly budgets related value for all onboarded customers
Exempt Instant Pay Payment : Should Exempt Customer From Instant Pay Payment.
Allow Customer to initiate transaction:When enabled, customers are permitted to start transactions themselves (e.g., placing an order, upgrading/downgrading a subscription, or making a payment) directly from their self-service portal, rather than requiring an admin, partner, or sales rep to initiate it on their behalf.
Enable NCE terms & conditions to order Microsoft NCE products: Checking this box will enforce customer to provide consent to your NCE purchase related T&C's before placing the order
Post billing email to external accounting services:When enabled, this automatically sends/forwards billing emails (invoices, statements, etc.)
Allow product name sync for quantity based offers : Sync Friendly name from PC to C3 for Usage based products
Allow customer to align subscription end dates : Checking this box will allow customer to align subscription end dates for NCE subscriptions in C3
Show customer configuration setting in customer portal:Controls whether customers can view/access this configuration section themselves in their self-service portal.
Choose invoice PDF language:Sets the language in which the generated invoice PDF will be printed (e.g., English, French, German).
VAT number:Stores the customer's VAT/tax registration number, printed on invoices for tax compliance.
Invoice footer line:Custom text (e.g., bank details, legal disclaimer, thank-you note) shown at the bottom of every invoice.
Enable default terms & conditions to order products:When turned on, standard T&Cs are automatically attached/applied whenever the customer places an order.
Show unpaid dues in invoice:Displays any outstanding/overdue balance on the current invoice, not just the new charges.
Automatically assign a new address as the default:Any newly added address automatically becomes the customer's primary/default address.
Automatically assign a new phone number as the default:ame as above, but for phone numbers.
Automatically assign a new email as the default:Same as above, but for email addresses.
Coterminosity type:Defines how subscription end dates are aligned (e.g., all subscriptions end on the same date — anniversary, calendar month-end, or custom date) for simplified billing.
Customer products default view:Sets how products are displayed by default in the customer's portal (e.g., list view vs. grid view).
Enable schedule order:Allows customers/admins to place an order that becomes effective on a future date rather than immediately.
Renewal consent initiation period:Number of days before subscription expiry when the system starts requesting the customer's consent to renew.
Renewal consent reminder notification days:Interval (in days) at which reminder notifications are sent to the customer until consent is given.
Show invoices to customer:Toggles whether customers can see/download their invoices in the portal.
Exempt customer for PSA export:Excludes this customer's data from being exported/synced to the PSA (Professional Services Automation) tool.
Consider ERP price on renewal for no macro:On renewal, use the price from the ERP system instead of a calculated/macro-based price when no pricing macro/rule is defined.
NCE terms & conditions URL:Link to the Microsoft New Commerce Experience (NCE) terms and conditions document customers must accept.
NCE Terms & conditions URL (text):The display/label text shown for the above NCE T&C link (instead of showing the raw URL).
Allow customer to change product quantity from list:customers directly edit/adjust the quantity of a subscribed product from the product listing view, without going through a separate order flow.